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To: Krowbar who wrote (7700)	5/19/2004 4:58:47 PM
From: Allen Bucholski	Respond to of 8393

Del, I am going to listen to replay and listen to them dance around your question. 3 megawatts of production this last quarter when capacity of 7.5 is possible is a little disappointing to me. However the space and air-force and military solar sales looks encouraging to them. The expanding sales is still depending on special markets. We investors will all be watching for improvements of sales each quarter. Tom, you picked up on a important point about Sanyo using small batteries? Will have to get to story behind this.(Your answer about not having U.S. rights sounds right.)

To: Krowbar who wrote (7700)	5/19/2004 6:38:23 PM
From: Michael Latas	Read Replies (1) \| Respond to of 8393

Del, you got the same evasive response to your question as I received to mine. For those of you not on the conference call, my question was: Back about ten years ago a statement had been made on more than one occasion that when we reached production of 100MW our solar energy costs would be competitive with fossil fuel. That was considered the holy grail. Since then, (fuel costs have gone up) we are now on our eight generation 30MW production line, which has improved considerably since then. Where do we now stand on this issue? Without receiving a direct answer it is safe to conclude that we are continuing to reduce costs. Everyone knows that as production goes up in any field costs come down and we have a lot of great potential to reduce costs. Regards.

To: Krowbar who wrote (7700)	5/20/2004 3:36:20 AM
From: alfranco	Read Replies (1) \| Respond to of 8393

Del re: Co-ir, Tremco, SIT & Lockheed: Right Del, I think your 'irregular' question dazed Stan(hey the darn patent app was written back in 2001!) but Guha quickly set things straight when he said it was a "concept patent" that allows for adjustable band gaps. I'm keeping my thought that this patent plants our flag on the frontiers of IP for future application and will keep a watch out with my futurescope. Meanwhile, looks like SIT's strategic roofing partner, Tremco,based in Ohio, has launched a flexible PV membrane roofing product called POWERbright. edcmag.com With SIT promising to buy more than 5MW this calendar year and already having a 13MW/year capacity (their presentation in February) and now capitalized to add a new module assembly in Germany with $74M backlog in orders (my guess this is equivalent to 7-9MW depending on particulars of roof and local labor costs) and none of their delivery shipped in last quarter and little sold to them last year(my guess 500kW out of our their $8M revs based on "2 Fritos & a Coke",plus 5-6 other buyers unannounced in the wings; I think we can look forward to 20MW in terrestrial PV sales this year. And then there's China. PV industry is growing but Unisolar is growing faster and following Stempel's repeat of 3MW sales in 3rdQ I loved hearing Guha add that the 'runrate has to go up.' We also should know sometime after June if the Lockheed airship prototype is go or no-go and I'm betting green. Best regards, Al